+15.0%
WELL vs BIDU
-17.1%
+32.1%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.1% | -6.1% | -2.1% |
| 7D | -0.8% | +2.4% | -3.2% | -0.8% |
| 30D | -0.1% | -10.5% | +10.4% | +0.1% |
| 3M | +18.0% | -26.2% | +44.2% | +19.7% |
| 6M | +15.0% | -16.4% | +31.4% | +13.9% |
| All | +15.0% | -17.1% | +32.1% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded BIDU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling